Senior Representative
Senior Representative
Posted on :
05-01-2025
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Job Description
Professional Development: Participate in training programs and workshops to enhance you knowledge and skills Team Building: Collaborate with other representatives and support staff to achieve team goals. Needs Assessment: Conduct thorough financial needs assessments to understand clients goals risk tolerance and budget constraints.Client Acquisitions: Prospect for new clients through various channels including referrals networking and community outreach.Product Presentation: Effectively present our product and services highlighting the benefits and value they offer. Client Relationship Management: Maintain ongoing relationship with clients providing ongoing support and advice.
Employment Type
Full Time
Key Skills
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